WealthPLAN Partners’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.6M | Buy |
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|
2025
Q2 | $10.4M | Sell |
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|
2025
Q1 | $9.03M | Buy |
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|
2024
Q4 | $9.43M | Sell |
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|
2024
Q3 | $9.02M | Sell |
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|
2024
Q2 | $15M | Sell |
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|
2024
Q1 | $14.4M | Buy |
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|
2023
Q4 | $7.47M | Buy |
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|
2023
Q3 | $4.73M | Buy |
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|
2023
Q2 | $4.44M | Buy |
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|
2023
Q1 | $3.45M | Buy |
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|
2022
Q4 | $3.06M | Buy |
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|
2022
Q1 | $4M | Sell |
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|
2021
Q4 | $5.1M | Sell |
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|
2021
Q3 | $7M | Sell |
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|
2021
Q2 | $6.89M | Buy |
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|
2021
Q1 | $6.12M | Sell |
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|
2020
Q4 | $10.1M | Sell |
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|
2020
Q3 | $8.97M | Buy |
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|
2020
Q2 | $8.46M | Buy |
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|
2020
Q1 | $5.71M | Buy |
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|
2019
Q4 | $5.53M | Buy |
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|
2019
Q3 | $4.59M | Buy |
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|
2019
Q2 | $4.15M | Sell |
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|
2019
Q1 | $4.17M | Sell |
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|
2018
Q4 | $3.99M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3.56M | Buy |
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|
2017
Q4 | $3.4M | Sell |
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|
2017
Q3 | $3.24M | Buy |
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|
2017
Q2 | $2.96M | Buy |
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|
2017
Q1 | $256K | Buy |
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|
2016
Q3 | $1.68M | Buy |
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|
2016
Q2 | $1.31M | Buy |
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|
2015
Q4 | $1.4M | Buy |
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|
2015
Q2 | $113K | Sell |
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|
2015
Q1 | $1.03M | Buy |
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